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Akerman LLP

Akerman LLP

Legal

A full-service, national firm with lawyers and professional business staff coast to coast, we assemble a hand-crafted team for every client to get to the right answer, achieve the ideal resolution, and deliver the best experience for you.

Citrin Cooperman

Citrin Cooperman

Tax

The tax landscape is constantly changing on federal, state, and local levels. Tax considerations have become of significant focus in mergers and acquisitions, both on the buy-side and the sell-side. The need for a properly structured transaction is critical to a successful deal.

More than the #1 SBA Lender

More than the #1 SBA Lender

Lending

Live Oak Bank’s team of professional services financing experts understand this unique industry, inside and out. Live Oak wants to invest in you whether you’re looking to buy, sell or grow a business. Beyond the traditional banking experience, they strive to be an asset to their customers by turning obstacles into opportunities. Let their team confidently guide you through the lending process and craft a unique plan that will help you and your business thrive.

PPC Loan

PPC Loan

Lending

Ready to acquire another firm or plan to increase your stake in your own firm? Then turn to PPC LOAN, a trusted source for conventional cash-flow based financing.

Seward & Kissel LLP

Seward & Kissel LLP

Legal

Seward & Kissel LLP is particularly well known for its representation of major commercial banks, investment banking firms, investment advisers and related investment funds (including mutual, hedge and private equity funds), broker-dealers, institutional investors and transportation companies (particularly in the shipping area).

Succession Link Valuations

Succession Link Valuations

Valuation

Are you ready to make informed decisions that drive success? Want to know the true worth of your business? Look no further! Succession Link's Business Valuation Software is your key to unlocking the insights you need to thrive in today's competitive business landscape.

Wintrust

Wintrust

Lending

We offer flexible financing options for mergers, acquisitions and succession with competitive loan terms up to 10 years with floating and fixed rate options. Wintrust is a relationship oriented bank and we have significant experience in the Investment Advisor industry.